Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Generating and Printing Cheques

Who is this guide for?

Accounts Users

Once your supervisor has created a cheque template using the steps here, you can start posting and printing cheques.

Generating a Printable Cheque

Any posting from the client or office bank will have a tick box – Cheque Required? This box must be ticked during the financial posting in order to generate a printable cheque in Osprey.

Once you have ticked this box, you will be presented with 3 further boxes:

  • Payee: – Enter the Payee name as you want it to appear on the printed cheque.
  • Cheque Option: – This drop down gives you 3 options
    • Generate next cheque number – The system will automatically enter the next cheque number based on the value held against the relevant bank.
    • Enter next cheque number – This option allows you to type in the cheque number.
    • Add to existing cheque – This allows you to add the amount for this cheque to another you have already posted for the same payee – for example, if you have a client with several matters that you want to pay client monies back to. See guide here for assistance with this option.
  • Posting Detail: – This drop down also gives you 3 options:
    • Leave as entered – The posting detail will be retained as originally entered.
    • Add payee to detail – The payee name will be added to the detail.
    • Replace detail with payee – The posting detail you entered will be removed and replaced with the payee detail.

Clicking Post will then post your entry and also add a printable cheque into the list within the Banks and Journals area.

Printing Cheques – Case Management App

In the Case Management App, navigate to Banks & Journals, Cheque Printing.

Banks & Journals > Cheque Printing

Select the correct bank

To print an already printed label select Printed rather than Pending.

Tick the cheques to be printed, you may also set a range by selecting the first and last cheques and click the Set Range.

Click Print to open Word and produce the cheques, print the cheques and close the document.

Printing Cheques – the Browser

In the browser, navigate to Banks & Journals, Cheque Printing. Select the bank that you want to print cheques for. The system will alert you if there is no cheque template set up for this bank.

Tick the cheques you want to print, or select the first and last and click Set Range to print a range.

Click Print to open Word and produce the cheques, print the cheques and close the document.

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